Stephanie Shaw is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked with Members Trust Company since 2023 and has been affiliated with State Employees' Credit Union and its related entities since 2014. Outside of her advisory roles, Shaw serves as co-pastor at New Life Hendersonville Church, where she is involved in worship and youth leadership. Credit Union Investment Services primarily serves North Carolina resident individual investors, offering non-discretionary portfolio management, asset allocation advice, and financial planning focused on long-term goals. The firm operates within a credit union ecosystem and emphasizes recommendations of low-cost mutual funds and ETFs without commission-based incentives.

Michael Timmons is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked at several affiliated organizations including Members Trust Company and SECU*RE, Inc. Additionally, he performs as a bassist for yoga classes. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a goals-based, long-term investment approach using low-cost index funds and ETFs, operating within a credit union ecosystem connected to several affiliated financial service entities.